Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Equity Bottom-Up

<ul><li>Digital Realty partners with Bersama to enter Indonesia's data center market, expanding their global presence in the industry.</li><li>Leading firms KKR, Gaw, and Alyssa highlight favorable macroeconomic factors driving growth in Japan's multi-family sector on MTD TV.</li><li>Singapore's largest REIT, CapitaLand, undergoes a leadership reshuffle with the appointment of a new CEO to drive strategic initiatives.</li></ul>

Digital Realty partners with Bersama to enter Indonesia's data center market, expanding their global presence in the industry.Leading firms KKR, Gaw, and Alyssa highlight favorable macroeconomic factors driving growth in Japan's multi-family sector on MTD TV.Singapore's largest REIT, CapitaLand, undergoes a leadership reshuffle with the appointment of a new CEO to drive strategic initiatives.

Asia Real Estate Tracker (20-Mar-2025): Digital Realty enters Indonesia market with Bersama.

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>Institutions were net sellers of Singapore stocks, resulting in a net outflow of S$221 million from March 7-13.</li><li>Franklin Resources acquired 969,800 units of Digital Core REIT, increasing its deemed interest to 5.06% on March 6.</li><li>Nam Cheong reported FY net profit of RM790.1 million, with revenue rising 45.1% to RM689.4 million in FY24.</li></ul>

Institutions were net sellers of Singapore stocks, resulting in a net outflow of S$221 million from March 7-13.Franklin Resources acquired 969,800 units of Digital Core REIT, increasing its deemed interest to 5.06% on March 6.Nam Cheong reported FY net profit of RM790.1 million, with revenue rising 45.1% to RM689.4 million in FY24.

Digital Core REIT Gains New Substantial Shareholder

Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

<ul>
<li>Digital Realty is a global data center player across all major markets.  The DC demand will be back by secular trends including AI, Cloud and enterprise digitalization</li>
<li>DLR’s focus on pricing, development pipeline and balance sheet enables it to achieve long-term sustainable growth, delivering a mid single digit FFO growth</li>
<li>We also think DLR has maintained a strong balance sheet.  DLR is still in the process of de-leveraging with healthy credit metrics</li>
</ul>


Digital Realty is a global data center player across all major markets.  The DC demand will be back by secular trends including AI, Cloud and enterprise digitalization
DLR’s focus on pricing, development pipeline and balance sheet enables it to achieve long-term sustainable growth, delivering a mid single digit FFO growth
We also think DLR has maintained a strong balance sheet.  DLR is still in the process of de-leveraging with healthy credit metrics


DLR: The Global Data Center Giant, Back by Global Secular Trends

<ul><li>Alyssa Partners and LGB team up to purchase Tokyo apartment building for $65 million, expanding their real estate portfolio.</li><li>Gaw Capital faces challenges as it defaults on a $100 million loan for a California hotel, highlighting financial struggles in the industry.</li><li>Emperor Group secures a Sai Ying Pun site at a discounted rate of 12%, signaling a strategic investment opportunity in the Hong Kong market. Digital Core REIT strengthens leadership with the appointment of Serene Nah as chairperson, bringing valuable experience from Digital Realty APAC.</li></ul>

Alyssa Partners and LGB team up to purchase Tokyo apartment building for $65 million, expanding their real estate portfolio.Gaw Capital faces challenges as it defaults on a $100 million loan for a California hotel, highlighting financial struggles in the industry.Emperor Group secures a Sai Ying Pun site at a discounted rate of 12%, signaling a strategic investment opportunity in the Hong Kong market. Digital Core REIT strengthens leadership with the appointment of Serene Nah as chairperson, bringing valuable experience from Digital Realty APAC.

Asia Real Estate Tracker (17-Feb-2025): Alyssa Partners teams with LGB to buy $65M Tokyo building.

<ul><li>Ever wondered what is currently driving the local and regional markets? Pranay Yadav is a Senior Research Analyst at Mint Finance, a Singapore based research and consulting firm offering nuanced and deep insights on global macro and its impact on Singapore stocks, REITs, and ETFs.</li><li>From Pranay Yadav, Senior Research Analyst, Mint Finance: Among Singapore REITs with exposure to data centre properties, only Digital Core REIT (DCRU) and Keppel DC REIT (AJBU) have models focused entirely on data centres.</li></ul>

Ever wondered what is currently driving the local and regional markets? Pranay Yadav is a Senior Research Analyst at Mint Finance, a Singapore based research and consulting firm offering nuanced and deep insights on global macro and its impact on Singapore stocks, REITs, and ETFs.From Pranay Yadav, Senior Research Analyst, Mint Finance: Among Singapore REITs with exposure to data centre properties, only Digital Core REIT (DCRU) and Keppel DC REIT (AJBU) have models focused entirely on data centres.

What's Trending: GenAI unleashes hyper demand for Data Centres

United States

Digital Realty Trust, Inc. owns, acquires, repositions, and manages technology-related real estate.  The Company's properties contain applications and operations critical to the day-to-day operations of technology industry tenants and corporate enterprise data center tenants.  Digital's property portfolio is located throughout the United States and in England.

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Digital Realty Trust (DLR US)

Asia Real Estate Tracker (20-Mar-2025): Digital Realty enters Indonesia market with Bersama.

Digital Realty expands into Indonesia data center market, KKR and Gaw optimistic about Japan's multi-family sector, and Singapore's largest REIT...

Asia Real Estate Tracker

Digital Core REIT Gains New Substantial Shareholder

Institutions were net sellers of Singapore stocks, resulting in a net outflow of S$221 million from March 7-13. Franklin Resources acquired...

Singapore Exchange Ltd (SGX)

DLR: The Global Data Center Giant, Back by Global Secular Trends

DLR is a global data center player with presence worldwide. We think it is strongly supported by secular trends including AI, Cloud and enterprise...

Jacob Cheng

Asia Real Estate Tracker (17-Feb-2025): Alyssa Partners teams with LGB to buy $65M Tokyo building.

Real estate deals unfold as Alyssa Partners and LGB make a significant acquisition in Tokyo, Gaw Capital faces default on a loan for a CA hotel,...

Asia Real Estate Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asia Real Estate Tracker (20-Mar-2025): Digital Realty enters Indonesia market with Bersama.

Digital Realty expands into Indonesia data center market, KKR and Gaw optimistic about Japan's multi-family sector, and Singapore's largest REIT...

Asia Real Estate Tracker

Digital Core REIT Gains New Substantial Shareholder

Institutions were net sellers of Singapore stocks, resulting in a net outflow of S$221 million from March 7-13. Franklin Resources acquired...

Singapore Exchange Ltd (SGX)

DLR: The Global Data Center Giant, Back by Global Secular Trends

DLR is a global data center player with presence worldwide. We think it is strongly supported by secular trends including AI, Cloud and enterprise...

Jacob Cheng

Asia Real Estate Tracker (17-Feb-2025): Alyssa Partners teams with LGB to buy $65M Tokyo building.

Real estate deals unfold as Alyssa Partners and LGB make a significant acquisition in Tokyo, Gaw Capital faces default on a loan for a CA hotel,...

Asia Real Estate Tracker

What's Trending: GenAI unleashes hyper demand for Data Centres

Ever wondered what is currently driving the local and regional markets? Pranay Yadav is a Senior Research Analyst at Mint Finance, a Singapore...

Singapore Exchange Ltd (SGX)